Sea-Intelligence (July 25th, 2024) - Carriers bullish for the peak season
Now that we are nearly a third of the way through the traditional container shipping peak cargo season, looking at the levels of blank...
top of page
Journal.
jamesmiller806
Jul 182 min read
Sea-Intelligence (July 17th, 2024) - MSC increase own-operated service share
With the 2M Alliance between the two largest shipping lines, MSC and (1st) and Maersk (2nd), coming to an end in February 2025, and with...
4 views0 comments
jamesmiller806
Jul 122 min read
Sea-Intelligence (July 9th, 2024) - Growth in non-alliance services
The initial disruptions to global supply chains triggered by the pandemic had a profound impact on non-alliance services — those operated...
6 views0 comments
jamesmiller806
Jul 42 min read
Sea-Intelligence (July 3rd, 2024) - Transpac to NAWC sees reliability improvement
Global schedule reliability improved by 3.8 percentage points M/M in May 2024, to the highest point YTD of 55.8%. On a Y/Y level however,...
7 views0 comments
jamesmiller806
Jun 261 min read
Sea-Intelligence (June 26th, 2024) - US inventories data gave no warning of rate spike
New data from the US Census Bureau, detailing both sales and inventory changes in the US up until the end of April 2024, shows absolutely...
14 views0 comments
jamesmiller806
Jun 142 min read
Sea-Intelligence (June 13th, 2024) - Asia-Europe spot could exceed 20,000 USD/FFE
Spot rates continued to skyrocket this week and shippers are clearly getting anxious, in relation to how high rates may go. But the truth...
9 views0 comments
jamesmiller806
May 302 min read
Sea-Intelligence (May 29th, 2024) - Brexit leads to 24% ETS North Atlantic savings
The EU carbon taxation scheme (ETS) took effect from January 2024. Very simply put, a tax must be paid for CO2 emissions for ships...
7 views0 comments
jamesmiller806
May 92 min read
Sea-Intelligence – Press Release (May 8th, 2024) - Improved vessel delays may release more capacity
When vessel delays occur, a percentage of the global vessel capacity is effectively absorbed and hence unavailable to the market....
5 views0 comments
jamesmiller806
May 32 min read
Sea-Intelligence – Press Release (May 1st, 2024) - MSC poised to increase size gap
When forecasting the future fleet sizes of shipping lines, it is a quite common to see an approach, where the current fleet size is...
2 views0 comments
jamesmiller806
Apr 252 min read
Sea-Intelligence – Press Release (April 24th, 2024)- US consumer spending changes
Analysing the US consumer spending data (published by the US Bureau of Economic Analysis) allows us to see whether the subcomponents...
5 views0 comments
jamesmiller806
Apr 172 min read
Sea-Intelligence – Press Release (April 17th, 2024) - Sharp drop in blank sailings
Spot rates have been declining steadily for several months now. The shipping lines can react to this in one of two ways.
2 views0 comments
jamesmiller806
Apr 153 min read
Navigating the Perilous Roads: The Trials of UK Haulage Drivers
In the labyrinthine world of logistics, where goods traverse vast distances to reach their destinations
24 views0 comments
jamesmiller806
Apr 32 min read
Sea-Intelligence – Press Release (April 2nd, 2024) - Major connectivity loss for the port of Hong Kong
One trend has become increasingly clear from the network overviews published by the alliances: Hong Kong is being rapidly deselected from...
18 views0 comments
jamesmiller806
Mar 272 min read
Sea-Intelligence – Press Release (March 26th 2024) - USD 1.44bn EBIT loss (so far) in 2023-Q4
This Press Release is a follow-up to the one published on March 21st, where we discussed the 2023-FY results. Here, we will look at the...
15 views0 comments
jamesmiller806
Mar 202 min read
Sea-Intelligence – Press Release (March 21st, 2024) - 2023 profitability close to pre-pandemic levels
In 2023-FY, all shipping lines saw sharp Y/Y decline in revenues, ranging between -46.6% and -62.6%. However, the annualised revenue...
7 views0 comments
bottom of page